ProActive Tax Planning

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Service plans that scale to your needs

BOSS Advisors are a collaborative group of CPAs, attorneys and tax accountants that want to work with clients that need an ongoing advisor. Our Tax Advisory Service team leads with tax planning and consults with our clients on a regular basis. Our relationship neither starts or stops with your tax return. We offer a free discovery call to go over your needs and what working with us looks like.

The clients we find the most success with have the following characteristics:

  • Collaborative, we work together!
  • Regularly seeks out professional advice (lawyer, financial advisor, CPA, realtor etc).
  • Acts on our recommendations.
  • Are self-employed and/or owns real estate investments.

Phase One - Planning

The initial phase includes a Proactive Tax planning session to discuss not only best practices on keeping accurate records but discuss how to reduce taxes through tax deferral, income shifting, tax credits and legal loopholes.

Fees range from $4,500 to $9,500 for the Proactive Tax Planning sessions.

Phase Two - Implementation

The second phase is Implementation which allows us to move forward with specific projects we identified during the Proactive Tax Planning sessions.

Phase Three - Maintenance

The third phase is Maintenance which encompasses our monthly tax subscription which includes tax return preparation, quarterly meetings and on-call support for routine tax advice.

Investor

(Real Estate or Securities)

  • Single owner
  • Individual tax preparation
  • Rental tax preparation (Sch E)
  • Quarterly meetings
  • Routine on-call tax advice
  • Quarterly estimated tax calculation
  • Individual audit support
  • BOSS Tax Newsletter
  • Tax notice resolution

Starts at $250/month

Soloprenuer

(Individual Owned Businesses)

  • Single owner
  • Individual tax preparation
  • Business tax preparation (Sch C)
  • Quarterly meetings
  • Routine on-call tax advice
  • Quarterly estimated tax calculation
  • Individual audit support
  • BOSS Tax Newsletter
  • Tax notice resolution

Starts at $350/month

Small Business

(S-Corp)

  • Single owner
  • Individual tax preparation
  • Business tax preparation
  • Quarterly meetings
  • Routine on-call tax advice
  • Quarterly estimated tax calculation
  • Individual and business audit support
  • BOSS Tax Newsletter
  • Reasonable compensation analysis
  • Interface with attorney and financial planners
  • Accredited investor letter
  • Lender “comfort” letter
  • Tax notice resolution

Starts at $575/month

Complex Business

(Multi-Member Entity)

  • Multiple owners
  • Individual tax preparation
  • Business tax preparation
  • Quarterly meetings
  • Routine on-call tax advice
  • Quarterly estimated tax calculation
  • Individual and business audit support
  • BOSS Tax Newsletter
  • Reasonable compensation analysis
  • Interface with attorney and financial planners
  • Accredited investor letter
  • Lender “comfort” letter
  • Tax notice resolution

Starts at $845/month

Common adjustments to the subscription price include multiple owners, multi-state operations, multi-tiered entities.